Greenline Financial Services, LLC
Greenline Financial Services, LLC is committed to promoting sound, positive growth oriented financial strategies to its client base throughout the States of Ohio, Kentucky & Indiana.
Our philosophy stems from a deep seeded belief that, over time, consistent, positive growth, in the form of a "reasonable rate of return" to one's lifetime financial savings portfolio, is far more important than a risk based high rate of return in any single given year. Wealth can be accumulated. However, wealth can also be lost. What most American's need and want in their retirement years is sufficient income - income that cannot be lost, taken away, or diminished due to the death of a spouse. At Green Line Financial Services, we specialize in retirement IN-come planing. Not speculative, risk based retirement IF-come.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
For some, the social impact of investing is just as important as the return, perhaps more important.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A change in your mindset during retirement may drive changes to your portfolio.
Life insurance proceeds are generally tax-free. But not in all cases.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Women must be ready to spend, on average, more years in retirement than men.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.